Value Monitoring, Inc.
Value Monitoring, Inc. (CRD# 106056) is a financial advisory firm headquartered in Menlo Park, CA. They manage $145,042,924 in 185 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts185ACCOUNTS
Average Account Value$784,016
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
David Levenson (CRD# 6329981) is an Investment Advisor Representative working at Value Monitoring, Inc. in Menlo Park, CA and has 1 year of experience in the finance industry. David Levenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Levenson (CRD# 5154184) is an Investment Advisor Representative working at Value Monitoring, Inc. in Menlo Park, CA and has over 3 years of experience in the finance industry.